No matter what size, age, location, or success level of your company, we have a service product that matches your needs! We offer four different service products, each with additional a-la-carte services that can be added on, so you only pay for exactly what you want and need.
If your business is growing and now needs expert financial advice but can’t yet afford a full-time CFO then our Virtual CFO service would be a perfect fit for you. If you’re an existing business who is not satisfied with your current CFO, then our Virtual CFO service might be the right match for you. Service-based businesses are perfect candidates for our Virtual CFO service.
With our Virtual CFO service, you’ll be matched with a team of remote accountants, CPA, and a tax partner who will partner with you to lead your business to the success. Our teams are well trained, very organized, and cross-trained so that there is never a lapse in service, even when someone takes a vacation or is sick. You will get a dedicated CFO, a dedicated Controller, and a dedicated Bookkeeper all for a fraction of the cost of hiring a full-time CFO or full internal team. You will always have the same points of contact within our team.
Did you know that the cost of hiring a full-time CFO can range from $125,000 to $450,000 per year plus bonuses and benefits? Our Virtual CFO services provide you not only with a dedicated CPA to be your CFO, but also a team that includes a dedicated Virtual Controller and Virtual Accountant. You get all the experienced strategic support under one affordable, flat monthly fee.
Our Virtual Controller service matches you up with an experienced Controller who works with you to help guide your business grow and achieve its goals. If you’re a growing service-based business that now needs professional financial advice, but can't afford a full-time Controller, our Virtual Controller service is a perfect match. Our Virtual Controller service provides you with experienced support for fast-paced financial management, strategic planning, accounts payable and receivable, and complex forecasting. With our Virtual Controller, you’ll be partnered with an experienced Virtual Controller AND a Virtual Accountant--- all at the fraction of the cost of a full-time Controller. We focus more on strategic cash flow management and dynamic forecasting. If you're ready to scale, this kind of dynamic forecasting is a critical component of your future growth.
Our Virtual Accountant service provides you with basic accounting and reporting services such as preparing your monthly financial statements with full supporting details and comparative data, completing all routine local and state compliance filings such as business licenses, worker's compensation audits, sales tax filings, and local regulatory reporting, and meeting with you monthly to review reports with you and answer questions. Our accountants all have a background with financial accounting and understand tax implications well. With this level of service, we're not just adding transactions, but we’re providing you with accurate and timely reporting to provide you with valuable insights to your company's performance. We're more than a team of accountants. We're experts in building a strong financial foundation to help your business grow and accelerate.
Our Virtual Bookkeeper service provides you with up to date and accurate books at all times. Our Virtual Bookkeepers check into your account routinely ensuring that when you need current information you have it. You will receive a basic reporting package containing your balance sheet and income statement. At the end of the year, you can feel confident and taken care of knowing that your annual books are clean, accurate, and complete so that they can be handed off to your tax team. Hopefully us! We will file your 1099s for your contractors at the end of the year too.
In addition, we offer the following a-la-carte services:
Paying bills. We can pay your bills! We prefer Bill.com
Invoicing & AR. We use the platform that is best for you—for example, Quickbooks, Freshbooks, etc.
Payroll management. We take care of payroll deductions, record keeping & verifying the reliability of the payroll data through 3rd party payroll provider.
Employee expense tracking. We prefer Expensify.
Cash flow management
Business and personal tax returns.
Forensic accounting services